When your best clients drive your practice,
attracting more of them is easy
Learn to get referrals the natural way
and revolutionize your business
Most of what you have heard about getting referrals
is incomplete, outdated, or wrong
Advisors don’t get referrals because they
have no formal plan to attract them
Steve Wershing is the best marketing mind in
financial planning. - Bob Veres (Publisher, Inside Information)
Introductions following our last client advisory board meeting represent almost $30 million in new assets.

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Connecting with your passion and building a sustainable business – Dan Sullivan of Cambridge Investment Research on the Becoming Referable podcast


Check out this episode of Becoming Referable, where we’re joined by Dan Sullivan, Executive Vice President at Cambridge Investment Research.

Drawing on 30 years of experience in this industry, Dan leads strategic initiatives that support advisors in efficiently growing their independent businesses. He has overseen many of Cambridge’s strategic offerings, including the Cambridge Retirement Center, Client Solutions, Wealth Strategies, and Practice Management. Dan also serves on the Cambridge Board of Directors.

Dan has his finger on the pulse of this industry. He shares what he has found to be the most important aspect of an advisor’s niche, and how getting clarity around what can truly set you apart. We discuss the barriers advisors face in articulating their value proposition, and why overcoming those will be critical in the future. He challenges you to think about your true role in your clients’ lives, and to connect with your ‘why’ for being in this business. The benefits will not only affect your client relationships and referability, but the next generation of advisors and the profession as a whole.

Click here to listen and make sure you’re subscribed for future episodes.

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Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.